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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,587 | $105,200+17.5% | $159,474-22.5% | $85,847+44.0% |
| Participation rate | 41.9% | 75.8%-33.8pp | 82.8%-40.9pp | 69.3%-27.4pp |
| Annual return | 25.54% | 45.08%-19.5pp | 263.68%-238.1pp | 318.61%-293.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,889 | $5,946-17.8% | $7,353-33.5% | $3,952+23.7% |
| Admin fee / account holder | $31,346 | $6,934+352.0% | $10,802+190.2% | $6,261+400.7% |